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Front Edge is a financial technology company that provides underserved businesses in emerging markets with innovative working capital solutions.
Increased targeted outreach by 3x through refined data insights
Saved per week on manual data entry and tracking
Originated assets
About Front Edge
Front Edge is a financial technology company that provides underserved businesses in emerging markets with innovative working capital solutions. Their mission is to bridge financial gaps through accessible, data-driven lending platforms.
The Challenge
Front Edge was growing rapidly but struggling to scale its operations. Their team relied heavily on manual spreadsheets and siloed systems, which made it difficult to track leads, manage customer engagement, or forecast deal pipelines. Although they had chosen HubSpot as their CRM platform, they couldn’t find a provider who understood how to tailor it to their early-stage business needs.
“We weren’t just looking for a plug-and-play vendor,” said Moni Alli, CEO and Co-Founder of Front Edge. “Most partners we spoke with offered rigid, one-size-fits-all solutions. Blu Mountain stood out because they listened and tailored everything to fit our current stage and future goals.
What they needed
Front Edge needed a systemized, predictive framework to replace manual processes. They were looking for a HubSpot expert who could not only implement the solution but also align it to their growth roadmap. Key requirements included sales tracking, deal pipeline visibility, and investor-ready data dashboards—all optimized for an early-stage fintech.
Why They Chose Blu Mountain
Blu Mountain emerged as the only partner that offered deep HubSpot expertise alongside practical implementation support. From the first meeting, the team at Blu Mountain impressed Front Edge with their ability to understand startup pain points, propose realistic solutions, and proactively plan for future scalability.
“Johnny and the team didn’t just set us up—they helped us envision the path ahead,” said Moni. “They didn’t overpromise, but what they delivered went beyond expectations.”
The Solution
Blu Mountain began with a detailed discovery phase to uncover operational bottlenecks and data gaps. From there, they:
Importantly, Blu Mountain structured the entire implementation around Front Edge’s growth stage, ensuring flexibility and scalability. “The visibility we gained into weekly sales activity and client engagement changed the game,” said Moni.
Built a predictive sales pipeline integrated directly into HubSpot
Automated the tracking of leads, deals, and customer interactions
Designed intuitive dashboards to visualize team performance
Migrated spreadsheets and data into a structured CRM framework
Delivered training and guided onboarding for minimal ramp-up time
The Results
The impact was immediate. Within two months of partnering with Blu Mountain, Front Edge:
In addition to tangible ROI, internal collaboration improved, and Front Edge gained a newfound ability to present credible, data-backed growth forecasts to investors.
$500M
Scaled originated assets from $250M to $500M
18 hours
Saved per week on manual data entry and tracking
2x
Doubled sales performance
What the client is saying
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“Blu Mountain gave us more than a CRM setup—they gave us control, clarity, and confidence. It wasn’t just a transaction—it was the start of a real relationship,”
Moni Alli
CEO & FOUNDER
Front Edge
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